Senior Wealth Management Advisor

Boston Staffing Partners; Livonia (MI); Hybride; USD 80 000 - 110 000; Plein temps

Résumé du poste

A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial planning, proven investment management experience, and relevant certifications like CFP or CFA. The advisor will build lasting client relationships, develop tailored financial strategies, and conduct portfolio reviews to ensure client satisfaction.

Qualifications

• Must have strong skills in Financial and Retirement Planning.
• Experience in investment management is essential.
• Proven expertise in Wealth Management Services.

Responsabilités

• Provide comprehensive wealth management services to clients.
• Develop strategies to help clients achieve financial goals.
• Conduct regular reviews of client portfolios.

Connaissances

Financial Planning

Retirement Planning

Investments

Wealth Management Services

Interpersonal Skills

Communication Skills

Client Relationship Management

Analytical Skills

Problem-Solving Skills

Formation

Bachelor’s degree in Finance, Business, or related field

Relevant certifications such as CFP or CFA

Description du poste

Company Description

Boston Staffing Partners (BSP) is a boutique staffing firm based in Boston, MA, specializing in permanent and temporary recruitment solutions. BSP provides recruitment expertise in Financial Services, Accounting & Finance, Human Resources, and Administrative Services for the greater Boston area and beyond. We offer competitive hiring solutions for various industries, from staff through C‑level professionals, in permanent, contract, and temporary services.

Role Description

This is a full‑time hybrid role for a Senior Wealth Management Advisor, located in Livonia, MI, with the option for some remote work. The Senior Wealth Management Advisor will be responsible for providing comprehensive wealth management services to clients, including financial planning, retirement planning, and investment management. The advisor will develop strategies to help clients achieve their financial goals, conduct regular reviews of client portfolios, and provide ongoing support and advice. Additionally, the advisor will stay updated on market trends and adjust strategies as needed to maximize client satisfaction and success.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Wealth Management Services expertise
• Excellent interpersonal and communication skills
• Proven ability to build and maintain client relationships
• Relevant certifications such as CFP or CFA
• Bachelor’s degree in Finance, Business, or related field
• Strong analytical and problem‑solving skills